Coronado Investments, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
111992
Registered since
September 12, 2001

Firm profile

FINTRX

Overview

Coronado Investments, LLC is registered as an investment adviser and organized as a limited liability company. FINTRX records the firm’s SEC registration as dating to 2001 and identifies its owner type as a domestic entity and individual. The database lists the firm’s internal classification as “Unclassified” and indicates it is not characterized as a capital allocator, not an active ESG investor, and not a multi-state adviser. The firm has not provided descriptive information about its core advisory activities, target client segments, fee schedule, or business affiliations to FINTRX. Because those details are absent from the profile, there is limited visibility into the firm’s investment approach, client focus, or service model from the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Arne Rovell

    Principal And Chief Compliance OfficerCRD 4741660

Contacts

1 of 1
  • Mitchell Little

    Mitchell Little

    Managing MemberCRD 1701341

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
17630 El Vuelo
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth